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ULY
Urgent.ly
Delisted
ULY was delisted on the 17th of March, 2026.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
WFA
26
Wellspring Financial Advisors
Cleveland,
Ohio
| – | -$11K | -1,802 | Closed |
|
| 27 |
27
HighTower Advisors
Chicago,
Illinois
| – | -$9.7K | -1,586 | Closed |
|
| 28 |
28
Lido Advisors
Los Angeles,
California
| – | -$5.1K | -833 | Closed |
|
| 29 |
SSB
29
Sandy Spring Bank
Olney,
Maryland
| – | -$2.93K | -478 | Closed |
|
| 30 |
S
30
SignatureFD
Atlanta,
Georgia
| – | -$807 | -132 | Closed |
|
| 31 |
MSWA
31
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
| – | -$1 | – | – |
|